A Meeting of Minds Asset Management - 20 September 2018

The Berkeley Hotel, Wilton Place, Knightsbridge, London

Owen James adds another community to its Meeting of Minds programme: Asset Management. This Meeting brings together the asset management community focused on Retail Distribution Strategy. Participants will be at Director level and above and will be personally invited.

The benefits of participating:

Strategic engagement - Share best practice

Meet your peers - Networking at the highest level

Hear new thinking and explore the latest trends

Inspiring insights from external keynote speakers

Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward

Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you

CPD accredited

How does it work?

A Meeting of Minds is a day long forum: breakfast through drinks made up of a blend of:

Keynote sessions geared to encouraging new thinking – typically from outside of the industry;

Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.

Plenty of networking opportunities including a formal seated luncheon.

Some “me” time. We thought the art of sleeping might be a good start!

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

Who will be participating?

This event will bring together the key senior executives responsible for setting their firms' retail distribution strategy.

What does it cost?

£795+VAT

If you would like to join or discuss the Meeting in more detail, do please call John Hall or Ciara Sala on 01483 861334 or email johnhall@owenjamesgroup.com or ciarasala@owenjamesgroup.com.

Schedule of the Day

Registration and Breakfast

Welcome

James Goad, Joint Managing Director, Owen James, will open the third Meeting of Minds for Asset Management.

09:10

Keynote

Nick Miller, Head of Asset Management, FCA, will set the scene for the day with an update on the FCA's direction of travel with regards to your ''world.''

09:40

Keynote

Tim Shipman, Political Editor of the Sunday Times, will share his insider knowledge of the political shenanigans relating to all things Brexit. This will be particularly topical as the EU heads of state will be gathering in Salzburg, Austria for an "informal" meeting.

10:20

Working Session 1

Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

11:30

Morning Coffee

Apple & Blackberry time

11:50

Working Session 2

Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

Lunch

Keynote

People in 2018: Ben Page, Chief Excutive of Ipsos MORI, will provide an entertaining canter through the emerging behavioural trends his firm is encountering amongst your end clients.

14:30

Working Session 3

Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

15:40

Farewell

Ralph Jackson, Director at Lansons and James Endersby, CEO at Opinium, the respected market research company, will draw proceedings to a close with the highlights of some ''hot off the press'' research capturing IFA views on the future of the asset management industry.

16:00

Afternoon tea

More business cards to swap - an opportunity to relax with a cuppa (or a glass of something if desired...) and wave goodbye

Sponsors & partners

Speakers

Nick Miller

Head of Asset Management, FCA

Nick Miller is head of the Investment Management Department within the Investments, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management, custody bank and wealth management sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU.
Prior to joining the regulator, Nick was Executive Director and Head of Public Policy, EMEA at Morgan Stanley, where he spent four and a half years. He previously worked in a government relations role at Thomson Reuters and as a trade policy expert at the Confederation of British Industry (CBI). He holds an MSc in Finance from the London Business School and an MA in European Politics from the College of Europe in Belgium. He holds a BA in Modern European Studies from University College London (UCL).

James Endersby

Chief Executive, Opinium

Chief Executive of Opinium, a consultative insight agency. We help our clients harness the power of data, research & insight to build, grow, promote and make strategic business decisions.
Ranked 9th in the 2018 UK Great Work Places (20-49 employees). 2nd in Great Place to Work for Women 2018. Winners of the MRS 'Best Place to Work'​ 2016 & 2017 (and a finalist for MRS 'Best Insight Agency (

Ben Page

Chief Executive, Ipsos MORI

Ben Page, an established writer and speaker on trends, leadership and performance management, has directed thousands of surveys examining consumer trends and citizen behaviour.
Ben leads one of the UK’s principal market research organisations, working for companies like Shell, BAE Systems, Sky TV and IBM. As well as numerous corporate briefs Ben has polled for major political parties, government departments and local authorities.

Tim Shipman

Political Editor, The Sunday Times

Tim has sixteen years of experience in political and foreign news, covering three wars and and seven elections. During is career he has been a political journalist, news reporter, feature writer and a comment, analysis and leader writer.
He is an accomplished public speaker offering an informative and amusing insight into the stories behind the headlines in Westminster.

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London

Owen James Group

Owen James seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The end game being to enable firms to do better business - commercially, intelligently and ethically.